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Elevated Capital Advisors, LLC

报告期 2026-03-31 · CIK 0001802387

持仓数

843

前50大市值合计

$239.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$11.9M

185,188

4.9%

AAPL APPLE INC

COM

$11.7M

45,998

4.9%

VUG VANGUARD INDEX FDS

GROWTH ETF

$11.3M

25,801

4.7%

BUCK SIMPLIFY EXCHANGE TRADED FUN

TREASURY OPT INC

$10.4M

441,417

4.3%

CTA SIMPLIFY EXCHANGE TRADED FUN

MANAGED FUTURES

$10.1M

334,840

4.2%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$9.6M

125,601

4.0%

VTV VANGUARD INDEX FDS

VALUE ETF

$9.2M

46,948

3.8%

MSFT MICROSOFT CORP

COM

$7.5M

20,395

3.1%

AGGH SIMPLIFY EXCHANGE TRADED FUN

AGGREGATE BOND E

$7.2M

351,530

3.0%

FOXY SIMPLIFY EXCHANGE TRADED FUN

CURRENCY STRATEG

$7.1M

243,929

3.0%

SIXO AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$7.1M

210,017

3.0%

SBAR SIMPLIFY EXCHANGE TRADED FUN

BARRIER INCOME

$7.1M

287,955

2.9%

FPEI FIRST TR EXCH TRADED FD III

INSTL PFD SECS

$7.0M

367,491

2.9%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$6.5M

135,344

2.7%

NVDA NVIDIA CORPORATION

COM

$6.3M

36,272

2.6%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$6.2M

78,699

2.6%

FDL FIRST TR EXCHANGE-TRADED FD

SHS

$4.8M

94,796

2.0%

PCN PIMCO CORPORATE & INCM STRG

COM

$4.8M

399,746

2.0%

SVOL SIMPLIFY EXCHANGE TRADED FUN

VOLATILITY PREM

$4.7M

304,641

1.9%

OCTW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU

$4.6M

120,829

1.9%

AMZN AMAZON COM INC

COM

$4.4M

21,118

1.8%

DSU BLACKROCK DEBT STRATEGIES FD

COM NEW

$4.4M

455,494

1.8%

SEPW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$4.3M

136,529

1.8%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$3.9M

71,728

1.6%

JULW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$3.7M

95,852

1.6%

TUA SIMPLIFY EXCHANGE TRADED FUN

SHORT TERM TREA

$3.5M

165,802

1.5%

VNLA JANUS DETROIT STR TR

HENDRSN SHRT ETF

$3.4M

70,391

1.4%

PYLD PIMCO ETF TR

MULTISECTOR BD

$3.3M

124,748

1.4%

VMBS VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF

$3.2M

67,791

1.3%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$3.1M

40,205

1.3%

BLV VANGUARD BD INDEX FDS

LONG TERM BOND

$3.0M

43,130

1.2%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$3.0M

63,001

1.2%

DECU AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU

$2.9M

110,769

1.2%

— EXXON MOBIL CORP

COM

$2.8M

16,249

1.1%

QBER ELEVATION SERIES TRUST

TRUESHARES QUART

$2.7M

111,442

1.1%

BOND PIMCO ETF TR

ACTIVE BD ETF

$2.6M

27,930

1.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$2.5M

4,400

1.1%

VB VANGUARD INDEX FDS

SMALL CP ETF

$2.5M

9,665

1.1%

KNG FIRST TR EXCHANGE-TRADED FD

FT VEST S&P 500

$2.5M

50,656

1.0%

GAEM SIMPLIFY EXCHANGE TRADED FUN

GAMMA EMERGING

$2.4M

93,843

1.0%

GOOGL ALPHABET INC

CAP STK CL A

$2.4M

8,352

1.0%

AVGO BROADCOM INC

COM

$2.3M

7,499

1.0%

ONEZ ELEVATION SERIES TRUST

TRUESHARES SEASO

$2.2M

87,029

0.9%

SEPZ ELEVATION SERIES TRUST

TRUESHARES STRUC

$2.1M

52,513

0.9%

V VISA INC

COM CL A

$2.1M

7,051

0.9%

QUAL ISHARES TR

MSCI USA QLT FCT

$2.0M

10,466

0.8%

MCD MCDONALDS CORP

COM

$2.0M

6,401

0.8%

EMLP FIRST TR EXCHANGE-TRADED FD

NO AMER ENERGY

$1.9M

42,876

0.8%

FIDU FIDELITY COVINGTON TRUST

MSCI INDL INDX

$1.8M

21,272

0.8%

GOOG ALPHABET INC

CAP STK CL C

$1.8M

6,408

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

27%前 6 大占比

VEA4.9%AAPL4.9%VUG4.7%BUCK4.3%CTA4.2%SPYM4.0%

Elevated Capital Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心